Medallion Wealth Advisors’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Medallion Wealth Advisors’s Portfolio REGL Stock Details REGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.3K	Hold	142	–	–	﹤0.01%	734
2025 Q4	$12K	Hold	142	–	–	﹤0.01%	724
2025 Q3	$12.1K	Hold	142	–	–	﹤0.01%	718
2025 Q2	$11.8K	Hold	142	–	–	﹤0.01%	718
2025 Q1	$11.5K	Hold	142	–	–	0.01%	665
2024 Q4	$11.5K	Buy	+142	New	+$11.8K	0.01%	649

Other funds holding REGL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's REGL Position: Q1 2026 in Review

Medallion Wealth Advisors held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q1 2026 at 142 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Medallion Wealth Advisors first reported a position in REGL in Q4 2024 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold REGL as of Q1 2026.

Medallion Wealth Advisors held 142 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $12.3K as of Q1 2026.
Medallion Wealth Advisors left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q1 2026.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #734 holding.
Medallion Wealth Advisors first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2024 and has held it in 6 quarters since.
240 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.